Within Teamwork Desk, you can customize the site-level settings for your account. 

Click your profile icon to the top right of the navigation bar and choose Settings from the dropdown.

Note: This area is only accessible to site administrators of your Desk site.

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Go to the General tab and select Site Settings from the left navigation menu. 

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General settings 

  • Site name -  hover over your site name to reveal the edit pencil icon.
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  • Site address - to update your site address, use the Go there now link to Teamwork. 
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  • Agent permissions:
    • Agents can delete notes, messages, and tickets
    • Agents can edit notes, messages, and tickets
    • Agents can manage canned responses
    • Agents can manage tags
    • Agents can manage ticket templates
  • Auto close old tickets - tickets that are in waiting status for 72 hours or more will be automatically closed.
  • Default customer avatar - choose from a selection of default avatars for your new users.
  • Company time-zone - choose the time-zone for all users.

Training Wheels

  • Training Wheels is an onboarding and QA tool that helps customer-facing teams to consistently deliver high-quality, helpful support. 
  • Using Training Wheels, you can set agents to be in training which will pull their ticket replies for review before being sent to the customer.
  • Note: This feature is available on Premium subscriptions and above.
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Message settings

  • Trust customer images - automatically hide images included by customers.
  • Quote thread - include previous messages from the ticket thread in your reply.
  • Open tracking - you will see when a customer has opened and viewed your message.
  • Include ticket ID - ticket number will display in the subject line of the reply to the customer.
  • Detect manual forwards - allows Desk to detect the original sender for any emails manually forwarded by an agent.
  • Undo ticket send - when enabled, you can set a period in which sending ticket replies should be delayed. This gives agents the opportunity to cancel their reply within the selected timeframe.
    • Note: This feature is available on Pro subscriptions and above.
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Default settings

  • Set your timezone and preferred time format.
  • Set your preferred text editor, HTML or Markdown.

For more information, see: Permissions - An Overview